See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,103 | $89,753-31.9% | $107,525-43.2% | $84,808-28.0% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 18.44% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,230 | $3,113+3.8% | $3,754-13.9% | $2,631+22.8% |
| Participant deferral / active EE | $7,878 | $4,056+94.2% | $5,116+54.0% | $4,212+87.1% |
| Admin fee / account holder | $474 | $7,222-93.4% | $8,919-94.7% | $7,344-93.5% |